How To Use Contact’s Company

Summary:

In the How to Use Contact’s Company Demo video, 2014 Infusionsoft Partner of the Year, Kim Snider, gives a brief run-through of the Infusionsoft plug-in Contact’s Company, dually explaining both what it is and how it can be used.

How To Use Contact’s Company:

Time Stamped Show Notes:

• 00:07 – Kim outlines what Contact’s Company does
• 00:48 – There are two different ways that Infusionsoft represents Company
  • 01:03 – The formal way
  • 01:56 – The informal way
• 03:35 – Why this distinction matters?
  • 04:34 – The company is a great and natural way to link contacts together
• 04:57 – This video will discuss how to programmatically create the aforementioned links
• 05:05 – There used to be a fairly significant bug in Infusionsoft involving Contact and Company links which Kim outlines here
• 06:10 – Within TheAPIGuys store, the Contact’s Company product description explains how the plug-in adds a new company from the name in the Company field
  • 06:28 – Kim demonstrates how this works in practice
  • 06:58 – Contact’s Company  also enables users to create a default company parameter if the Company field is left blank
• 08:06 – Example of a form not attached to Contact’s Company
  • 08:55 – Actual form shown
  • 09:25 – In refreshing the Contact record, nothing is linked but the contact’s company did change
• 10:03 – Looking at how Contact’s Company is constructed
  • 10:12 – URL
  • 10:29 – Contactid
• 11:12 – Example of a form attached to Contact’s Company
  • 11:40 – Now the contact record has been changed so that the contact is linked
  • 12:04 – Also, a company has been created